Infinity Financial Services was founded in January, 2007 by Greg Gilbert and James Simos. We are a national independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with 52 branch offices around the U.S. Our firm offers investment advisory, brokerage, insurance, and an array of financial planning and risk management services.

We take pride in building strong client relationships through a deep understanding of their investment needs, as well as the financial experience that our principals and advisors bring to the table. Infinity gives individual investors and businesses a more accessible, affordable, and personalized alternative to the wealth management services offered by larger firms. Our goal is to empower the people we serve. Clients gain control of their financial lives through meaningful planning advice, advanced online tools and individualized service.

Who We Are

Get to know the people who started the firm and those who make things happen everyday for our clients.
 

Founders

founders
 

Financial Advisors

advisors
 

Our Mission and Values


We work to empower our clients by helping them understand and effectively manage the many facets of their financial lives. We do this by providing impactful financial planning advice, practical online tools, and professional plan design and asset management services. We back it up with an unwavering value system:

Trust

We’re open, honest and trustworthy with everyone who works with us.

Excellence

We deliver what we promise and aim for added value in all that we do.

Intelligence

Our understanding of clients’ goals, combined with our financial expertise, helps achieve results.

Integrity

We do the right thing in all circumstances and honor moral, ethical, and professional values.

Diligence

We give proper attention and care to each task, staying focused and acting on our clients’ changing needs.

Transparency

We provide clients with an ongoing clear, complete view of their financial picture and service costs.